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Integrate your Excel Spreadsheets with Salesforce

Eliminate imports and manage Salesforce data directly from Excel.

Trusted by the world’s most recognized brands

nvidia adobe bp siemens western-digital teladoc aptiv td-synnex hallmark synopsys
Why Connect Excel & Salesforce?

Valorx Fusion delivers the speed and simplicity of Excel spreadsheets to CRM data management.

From the most complex quoting needs to robust data visualizations, Valorx Fusion handles it all.

Bulk Editing in Salesforce

Fusion brings bulk editing into Salesforce. Use copy/paste, drag/drop, click/drag, and more tools to update hundreds (or thousands) of records instantly. Never deal with record-by-record editing again.

Excel Capabilities - for Salesforce

Get the best from Excel and Salesforce. Keep your data in Salesforce while managing it with your existing spreadsheets. Fusion enables teams to keep their processes and work in Salesforce, streamlining data hygiene, ensuring data security/integrity, and driving productivity.

Maintain Data Access Controls

Fusion maintains your Salesforce rules and permissions. Continue to manage user roles, profiles, and permissions seamlessly, ensuring the right access to the right individuals without extra steps.

Multiple Objects in One View

Using the flexibility of spreadsheets, view multiple objects in a single view. Get the complete picture without toggling between tabs or clicking through to individual objects over and over.

High-Performance for High-Volume Quoting

Easily handle thousands of quote lines (and multiple quote views) with speed. Overcome the lagging performance and timeout errors in Salesforce CPQ for good.

Get started with the best Salesforce to Excel Connector

Salesforce

Excel

Fusion

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Get a Demo

Salesforce

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Excel

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

What the best teams say about Valorx Fusion

adobe

"Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data."

Ben Wong

Sales Operation Manager, ADOBE

cxc-min

"Extremely powerful and fast. We are using Valorx as a rapid data entry tool making full advantage of the Excel features."

Luke Farbotko

Global Platforms Delivery Lead, CXC Global

nvidia-min

"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"

Dawn Jamieson

Business Operations Manager, Nvidia

Why leading brands trust Valorx Fusion

25+

Fortune 500 Companies used Valorx Fusion

28K+

Valorx Fusion Users

5/5

Perfect Rating on AppExchange

4

Offices in four countries: US, Canada, India, Malaysia

Work better (and faster)

Manage Salesforce data directly in Excel, using all the features you know.

copy_and_paste

Bulk editing

Drag and drop items, copy and paste information, and make bulk edits to fly through quotes and more.

5_Migration

Eliminate data imports & exports

With the 2-way integration of your live Salesforce data, there is no need to export and import anymore.

editable_salesforce

Use formulas, macros, pivots

Access all the tools you know and trust from Excel to elevate your Salesforce experience.​

Valorx Fusion FAQs

Salesforce is a powerful CRM that tracks countless data points across the customer journey, and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion, allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.

Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.

Valorx Fusion eliminates the need to import or export data. It turns your Excel spreadsheet into your Salesforce interface, allowing you to manage your Salesforce data directly from your Excel spreadsheet with a seamless connection.

Valorx Fusion allows professionals to work in Excel or Google Sheets with Salesforce data and build high-volume quotes, without that data ever leaving Salesforce. This eliminates the need for moving data sets around or being entirely dependent on the Salesforce interface. Instead, professionals maintain high data hygiene and get to work the way they’re used to using Excel or Google Sheets to manage their Salesforce data.

Valorx Fusion is largely for sales administrators and revenue teams. With Valorx Fusion, Salesforce administrators can optimize the entire Salesforce experience for their organization, simplifying data management, data modeling, quote building, bundle configuring, and much more. Revenue professionals can work much more efficiently with Salesforce, using the familiar interface of a spreadsheet. That means accurate, up-to-date records in Salesforce; faster quote delivery to prospects; and more time to focus on selling instead of data entry and management.

After creating your account, you can jump right into Express Mode in Valorx Fusion. This lets you view and analyze real-time Salesforce data directly in your spreadsheet without any set up involved. For those with technical expertise, go ahead and build custom configurations using pre-set Fusion templates as a starting point. For particularly complex uses, the Valorx Fusion professional services team is available to work with your organization to build out configurations based on your unique needs and goals. Our professional services team loves to solve new problems and has the technical know-how to help you get to where you want to be.

Excel at data management with Valorx Fusion